Berenberg Emerging Markets Equity Selection (R)
The objective of the investment policy is the selection of fundamentally undervalued stocks, which are following an attractive technical trend phase and in addition exhibit resistant price behavior in falling markets.
The investment decisions are purely quantitative and based on a systematic and transparent bottom-up approach combined with continuous risk control by an active risk management system.
The investment universe covers the biggest and most liquid large cap companies within the MSCI Emerging Markets Index. In general the local currencies are not hedged.
This information is not directed at US individuals and only to clients domiciled in those countries where this fund is admitted to public distribution.
|WKN / ISIN||A1C5D2 / DE000A1C5D21|
|Investment Company||Universal-Investment-Gesellschaft mbH|
Joh. Berenberg, Gossler & Co. KG
|Custodian Bank||State Street Bank International GmbH|
|Financial Year End||31. Dec|
|Appropriation of Net Income||ausschüttend|
|Fund Manager||Boris Jurczyk|
The graph “Performance after expenses” takes into account expenses typically incurred by the investor when buying and holding an investment. Within a model calculation, a one-time load of 1 % has been assumed. Fees may be charged for the administration of the safe custody account, which will additionally lower the performance.
Performance current year
Performance 1 year
Performance 3 years
Performance 5 years
high earnings expectations, resulting primarily from market opportunities
above average returns
high risk of loss from stock fluctuations
|Other share class|
Institutional clients (Class I)